CAC
ESRX

Certified Advisory Corp’s Express Scripts Holding Company ESRX Stock Holding History

Certified Advisory Corp’s Portfolio ESRX Stock Details ESRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-717
Closed -$68K – 811
2018
Q3 		$68K Hold
717
– – 0.03% 254
2018
Q2 		$55K Hold
717
– – 0.03% 270
2018
Q1 		$49K Hold
717
– – 0.03% 275
2017
Q4 		$53K Buy
+717
New +$45.9K 0.04% 231

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
BSPF
British Steel Pension Fund London, United Kingdom $410M AUM 11.96% 1-Year Est. Return
MYAM
Meiji Yasuda Asset Management Tokyo, Japan $2.22B AUM 32.92% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Certified Advisory Corp's ESRX Position: Q4 2018 in Review

Certified Advisory Corp sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 717 shares — an estimated $68K sold.

Certified Advisory Corp first reported a position in ESRX in Q4 2017 and held it in 4 quarters. The position peaked at $68K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Certified Advisory Corp reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Certified Advisory Corp sold 717 Express Scripts Holding Company shares in Q4 2018, an estimated $68K.
  • Certified Advisory Corp first reported a position in Express Scripts Holding Company in Q4 2017 and held it in 4 quarters.
  • Certified Advisory Corp's Express Scripts Holding Company position peaked at $68K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Certified Advisory Corp's 13F filing for Q4 2018, filed 4 Feb 2019.